---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-053363"
form_type: "8-K"
ticker: "AXON"
cik: "0001069183"
company_name: "AXON ENTERPRISE, INC."
filed_at: "2026-08-05T20:12:36+00:00"
generated_at: "2026-08-05T20:14:39.495276+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Axon Q2 revenue $904M (+35% YoY); raises FY revenue growth outlook to 32-34%

## Summary
- Revenue $904M (+35% YoY); Software & Services $398M (+36%), Connected Devices $507M (+35%).
- Net income $29M ($0.36 diluted EPS) vs $36M prior year; non-GAAP net income $155M ($1.88) vs $179M ($2.18).
- Adjusted EBITDA $242M (26.8% margin), up >40% YoY; operating cash flow improved to $20M from -$92M.
- Annual recurring revenue $1.6B (+39% YoY); net revenue retention 126%; future contracted bookings $15.1B (+41%).
- Raises FY2026 revenue growth guidance to 32-34% (from 30-32%); maintains Adjusted EBITDA margin ~25.5%.

## SEC filing metadata
- accession: 0001628280-26-053363
- form_type: 8-K
- ticker: AXON
- cik: 0001069183
- company_name: AXON ENTERPRISE, INC.
- filed_at: 2026-08-05T20:12:36+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/0001628280-26-053363-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/axon-20260805.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-053363
- JSON: https://secwatch.observer/filing/0001628280-26-053363.json
- Plain text: https://secwatch.observer/filing/0001628280-26-053363.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.